| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
At the firm’s discretion, RWM may combine the account values of family members to determine breakpoints and applicable advisory fees.
6464 Lower York Road, New Hope, PA, 18938
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Adam is involved in several outside business activities, including an insurance brokerage. He also serves as a board member for Yashar Lachayal, the Jewish Federation of Greater Philadelphia, and the Anti-Defamation League, and is a member of 91 Investments, LLC.